Circle Wealth Management’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,286
| Closed | -$380K | – | 168 |
|
|
2022
Q4 | $380K | Buy |
10,286
+20
| +0.2% | +$739 | 0.06% | 121 |
|
|
2022
Q3 | $345K | Buy |
10,266
+20
| +0.2% | +$672 | 0.06% | 121 |
|
|
2022
Q2 | $395K | Buy |
10,246
+19
| +0.2% | +$732 | 0.06% | 117 |
|
|
2022
Q1 | $436K | Buy |
10,227
+213
| +2% | +$9.08K | 0.06% | 130 |
|
|
2021
Q4 | $449K | Buy |
10,014
+1,488
| +17% | +$66.7K | 0.06% | 131 |
|
|
2021
Q3 | $350K | Buy |
+8,526
| New | +$350K | 0.05% | 142 |
|